| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 100 | $11,398 | $12,112 | $714 | 6.26% |
| CTC Caldwell Trust Co Caldwell Trust Co | 700 | $68,824 | $84,784 | $15,960 | 23.19% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 5,952 | $598,091.72 | $720,906.24 | $122,814.52 | 20.53% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 3,588 | $352,323.65 | $434,578.56 | $82,254.91 | 23.35% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 25,276 | $2.14M | $3.06M | $922,420.85 | 43.12% |